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Using Siebel Marketing with Siebel Events Management

Sales and marketing professionals can use the Siebel Events Management module to create, coordinate, and manage events for the enterprise, resulting in improved client interaction and expansion of the marketing message.

Siebel Events Manager is integrated with Siebel Marketing, so you can create complex, multistage event marketing programs. Marketing administrators can use the Program Flow view to associate events with marketing campaigns. Upon execution of the campaign, attendees are invited to the event and populated in the event attendee list. Siebel Marketing tracks responses when the attendees decide to accept the invitation and begin the registration process. As a result, event managers can track each attendee through the life of the event, from invitation, to confirmation, and to attendance.

Customers who have purchased the required license options for both Siebel Marketing and Siebel Events Management, can invite contacts or prospects to an event through an email marketing campaign. Sending this kind of invitation involves creating a target segment or list of invites, associating a related event to a campaign and email offer, and launching the campaign to send out email invitations with an embedded Event Web site URL. During execution, campaigns that have a related event automatically add the campaign contacts or prospects to the event as attendees, with a Registration Status of Invited.

Unlike contacts, prospects are not required to log in to the events Web site to register for an event. Therefore, this method for inviting prospects can be particularly useful in the case where third-party prospect lists are imported and not promoted to contacts. Invited prospects appear in the Events screen, Attendees subview.

Promoting an Event Using a Campaign

This task assumes that you have already created an Event and Offer. In most cases, you would invite contacts or prospects by using an email offer. Siebel Marketing also supports other types of offers, such as Direct Mail, Fax, or SMS. However, the automatic embedding of the Siebel Events Web site URL only works with an email offer.

The following procedure shows how to promote an event using a campaign.

To promote an event using a campaign

1. Create a campaign and add a Related Event.

   For more information, see Creating Campaigns and Associating Related Events with Campaigns.

2. Launch the campaign.

   For more information, see Launching Programs and Campaigns.

3. To display the invited contacts or prospects after the campaign launch, navigate to the Events screen, Participants, then the Attendees view tab.

Promoting an Event Using a Program

This task assumes that you have already created the events, campaigns and offers and that these entities are associated (such as associating an offer to a campaign and an event to a campaign). In most cases, users invite contacts or prospects using an email offer. Siebel Marketing also supports other types of offers, such as Direct Mail, Fax, or SMS. However, the automatic embedding of the Siebel Events Web site URL only works with an email offer.

The following procedure shows how to promote an event using a program.

To promote an event using a program

1. Create a program.

   For more information, see Creating Programs.

2. Navigate to the Programs screen, and click the program name.
3. In the Program Flow workspace, select the campaign used to promote the event.
4. In the Objects palette, click and drag the event icon onto the program flow workspace.
5. Select the event from the Pick Event dialog box.
6. Launch or schedule the program as you normally would.

   For more information, see Executing Programs.

7. After each campaign launch, display the invited contacts or prospects by navigating to the Events screen, Participants, then the Attendees view tab.